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Brookfield Asset Management Ltd.

BAM
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001937926

No open-market purchases or sales by Brookfield Asset Management Ltd. insiders were filed in the last 90 days; 629 institutions reported holding it in 13F filings for Q2 2026, worth $67.0B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2022

Institutional positions in Brookfield Asset Management Ltd. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
730
+2 vs. Q4 2021
Shares held
999.4M
−7.08M (−0.7%) vs. Q4 2021
Total value
$56.7B
−$4.21B (−6.9%) vs. Q4 2021
New holders
69
237 more added
Sold out
67
245 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BAM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 730 institutions
Q1 2021: 600 institutionsQ2 2021: 630 institutionsQ3 2021: 662 institutionsQ4 2021: 734 institutionsQ1 2022: 730 institutionsQ2 2022: 714 institutionsQ3 2022: 685 institutionsQ4 2022: 456 institutionsQ1 2023: 465 institutionsQ2 2023: 456 institutionsQ3 2023: 451 institutionsQ4 2023: 479 institutionsQ1 2024: 488 institutionsQ2 2024: 529 institutionsQ3 2024: 551 institutionsQ4 2024: 571 institutionsQ1 2025: 590 institutionsQ2 2025: 606 institutionsQ3 2025: 589 institutionsQ4 2025: 633 institutionsQ1 2026: 633 institutionsQ2 2026: 629 institutions
Value heldQ1 2022: $56.7B
Q1 2021: $43.9BQ2 2021: $50.4BQ3 2021: $54.2BQ4 2021: $60.9BQ1 2022: $56.7BQ2 2022: $44.7BQ3 2022: $41.6BQ4 2022: $7.09BQ1 2023: $8.43BQ2 2023: $8.60BQ3 2023: $8.78BQ4 2023: $10.8BQ1 2024: $11.6BQ2 2024: $11.3BQ3 2024: $14.0BQ4 2024: $16.1BQ1 2025: $72.1BQ2 2025: $82.7BQ3 2025: $85.2BQ4 2025: $78.1BQ1 2026: $65.9BQ2 2026: $67.0B
Institutions holding BAM and their total value by quarter
QuarterHoldersValue
Q2 2026629$67.0B
Q1 2026633$65.9B
Q4 2025633$78.1B
Q3 2025589$85.2B
Q2 2025606$82.7B
Q1 2025590$72.1B
Q4 2024571$16.1B
Q3 2024551$14.0B
Q2 2024529$11.3B
Q1 2024488$11.6B
Q4 2023479$10.8B
Q3 2023451$8.78B
Q2 2023456$8.60B
Q1 2023465$8.43B
Q4 2022456$7.09B
Q3 2022685$41.6B
Q2 2022714$44.7B
Q1 2022730$56.7B
Q4 2021734$60.9B
Q3 2021662$54.2B
Q2 2021630$50.4B
Q1 2021600$43.9B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Brookfield Asset Management Ltd.; share changes are against Q4 2021.

Institutions holding BAM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Westwood Holdings Group Inc.5,254$297.0K0.00%−3,496−40.0%Reduced
Financial Architects, Inc5,247$297.0K0.04%−1,582−23.2%Reduced
Henshaw Capital LLC5,299$299.8K0.02%−5,903−52.7%Reduced
Forum Financial Management, LP5,358$303.0K0.01%+108+2.1%Added
Sciencast Management LP5,300$303.0K0.07%+5,300New
Cubic Asset Management, LLC5,400$305.0K0.07%00.0%Unchanged
Laurus Investment Counsel Inc.5,415$306.0K0.12%+400+8.0%Added
Cable Hill Partners, LLC5,500$311.0K0.20%00.0%Unchanged
Valeo Financial Advisors, LLC43,019$312.0K0.02%+39,045+982.5%Added
Centiva Capital, LP5,603$317.0K0.02%+5,603New
AMG National Trust Bank5,647$319.0K0.01%−2,041−26.5%Reduced
Community Bank & Trust, Waco, Texas5,673$321.0K0.09%+468+9.0%Added
CoreCap Advisors, LLC5,687$322.0K0.02%+566+11.1%Added
Voya Financial Advisors, Inc.5,585$322.0K0.04%+5,585New
ASB Consultores, LLC5,724$324.0K0.14%+1,587+38.4%Added
Nicholas Hoffman & Company, LLC.5,796$328.0K0.01%−8−0.1%Reduced
Brown Brothers Harriman & Co5,806$328.0K0.00%+674+13.1%Added
RE Dickinson Investment Advisors, LLC5,911$334.0K0.23%+1,303+28.3%Added
Fortis Advisors, LLC5,925$335.0K0.18%00.0%Unchanged
PDT Partners, LLC5,941$336.0K0.03%+5,941New
Cortland Associates Inc5,982$338.0K0.04%−1,901−24.1%Reduced
Fortress Wealth Group, LLC5,976$338.0K0.26%−1,789−23.0%Reduced
Veritas Investment Partners (UK) Ltd.6,000$340.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC6,018$340.0K0.01%+6,018New
Fort Washington Investment Advisors Inc6,081$344.0K0.00%00.0%Unchanged
Gould Asset Management LLC6,095$345.0K0.10%00.0%Unchanged
Guggenheim Capital LLC6,098$345.0K0.00%+141+2.4%Added
Obermeyer Wood Investment Counsel, LLLP6,112$346.0K0.02%−67−1.1%Reduced
Vivaldi Capital Management, LLC7,275$347.0K0.09%00.0%Unchanged
Levin Capital Strategies, L.P.6,343$359.0K0.04%00.0%Unchanged
Boothbay Fund Management, LLC6,363$360.0K0.01%−2,121−25.0%Reduced
Mercer Global Advisors Inc6,354$361.0K0.00%+1,434+29.1%Added
Pure Financial Advisors, Inc.6,406$362.0K0.02%+676+11.8%Added
Walker Asset Management, LLC6,435$364.0K0.29%−300−4.5%Reduced
Griffin Asset Management, Inc.6,625$375.0K0.05%+11+0.2%Added
Astrantus Ltd6,700$379.0K0.64%−1,680−20.0%Reduced
Buckingham Strategic Wealth, LLC6,753$382.0K0.01%−41−0.6%Reduced
Enterprise Trust & Investment Co6,750$382.0K0.14%00.0%Unchanged
Bokf, NA6,802$385.0K0.01%+32+0.5%Added
Intercontinental Wealth Advisors, LLC6,809$385.0K0.09%+334+5.2%Added
Crestwood Advisors Group LLC6,841$387.0K0.01%−4,384−39.1%Reduced
Heartwood Wealth Advisors LLC6,875$389.0K0.06%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,921$392.0K0.00%+6,921New
D.A. Davidson & Co.6,981$395.0K0.00%+371+5.6%Added
Bartlett & Co. LLC7,114$402.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC7,114$402.4K0.01%00.0%Unchanged
Flagship Harbor Advisors, LLC7,189$407.0K0.04%+652+10.0%Added
Atria Wealth Solutions, Inc.7,254$410.0K0.01%+7,254New
GYL Financial Synergies, LLC7,291$412.0K0.10%00.0%Unchanged
Frisch Financial Group, Inc.7,322$414.0K0.13%+7+0.1%Added
Intersect Capital LLC7,363$417.0K0.08%00.0%Unchanged
People's United Financial, Inc.7,429$420.0K0.01%−2,125−22.2%Reduced
Coldstream Capital Management Inc7,500$424.0K0.01%+7,500New
Spire Wealth Management7,514$425.0K0.01%−2,213−22.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,650$432.4K0.00%00.0%Unchanged
Park Avenue Securities LLC7,728$437.0K0.01%+443+6.1%Added
Checchi Capital Advisers, LLC7,787$441.0K0.05%+310+4.1%Added
Walleye Capital LLC7,837$443.0K0.01%+7,837New
Main Street Financial Solutions, LLC7,845$444.0K0.07%+67+0.9%Added
Meadow Creek Wealth Advisors LLC7,870$445.0K0.48%−1,125−12.5%Reduced
Greenleaf Trust7,868$445.0K0.01%+7,868New
American Portfolios Advisors7,895$446.6K0.02%+1,458+22.7%Added
Lido Advisors, LLC7,905$447.0K0.01%−15,699−66.5%Reduced
Arthur M. Cohen & Associates, LLC8,242$466.0K0.10%−962−10.5%Reduced
Peapack Gladstone Financial Corp8,250$467.0K0.01%−2,000−19.5%Reduced
JustInvest LLC8,325$471.0K0.02%+1,207+17.0%Added
Bailard, Inc.8,394$475.0K0.02%00.0%Unchanged
Financial Counselors Inc8,468$479.0K0.01%−162−1.9%Reduced
Cypress Capital Group8,511$481.0K0.06%+847+11.1%Added
Value Partners Investments Inc.8,571$485.0K0.04%+1,053+14.0%Added
Independent Advisor Alliance8,637$489.0K0.02%+543+6.7%Added
Rempart Asset Management Inc.8,700$492.0K0.10%00.0%Unchanged
Boston Trust Walden Corp8,943$506.0K0.00%+8,943New
Willow Creek Wealth Management Inc.9,253$523.0K0.11%00.0%Unchanged
Nwam LLC9,237$523.0K0.04%+3,612+64.2%Added
Glenview Trust Co9,291$526.0K0.02%+1,129+13.8%Added
Kraematon Investment Advisors, Inc9,326$528.0K0.50%+40.0%Added
Laurel Wealth Advisors, Inc.9,345$529.0K0.04%00.0%Unchanged
Skba Capital Management LLC9,370$530.0K0.10%00.0%Unchanged
Clifford Swan Investment Counsel LLC9,459$535.0K0.02%00.0%Unchanged
Financial Perspectives, Inc9,494$537.0K0.25%00.0%Unchanged
Apexium Financial, LP8,940$540.0K0.28%00.0%Unchanged
Trexquant Investment LP9,578$542.0K0.03%+9,578New
Cross Staff Investments Inc9,615$544.0K0.50%−82−0.8%Reduced
YorkBridge Wealth Partners, LLC9,694$548.0K0.12%00.0%Unchanged
Segment Wealth Management, LLC9,841$557.0K0.06%+97+1.0%Added
MML Investors Services, LLC9,915$561.0K0.00%+616+6.6%Added
Dixon Hubard Feinour & Brown Inc9,930$562.0K0.06%+1,937+24.2%Added
Garrison Point Advisors, LLC10,125$573.0K0.40%00.0%Unchanged
HB Wealth Management, LLC10,246$580.0K0.01%+541+5.6%Added
Private Advisor Group, LLC10,370$587.0K0.00%−1,016−8.9%Reduced
Dorsey & Whitney Trust CO LLC10,433$590.0K0.05%+4,236+68.4%Added
Belpointe Asset Management LLC10,470$592.0K0.04%+268+2.6%Added
Next Capital Management LLC10,500$594.0K0.41%00.0%Unchanged
SG Americas Securities, LLC10,518$595.0K0.01%00.0%Unchanged
We Are One Seven, LLC10,564$598.0K0.06%−25−0.2%Reduced
Mattern Wealth Management LLC10,622$601.0K0.20%00.0%Unchanged
Wolverine Asset Management LLC10,695$605.0K0.01%00.0%Unchanged
Meritage Portfolio Management10,754$608.0K0.04%00.0%Unchanged
Whittier Trust Co of Nevada Inc10,800$611.0K0.02%00.0%Unchanged